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Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
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Jason lahitaRitik malhotraBrent bodenMeaghan mcnicholAdvisors incSavvy wealthSavvy advisorsMarketing automationClient portalSavvy directPrincipal wealth managerSavvy advisors incNeither savvy wealth

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

Brent bodenMeaghan mcnicholJason lahitaRitik malhotraAdvisors incSavvy advisorsSavvy wealthMarketing automationClient portalSavvy directPrincipal wealth managerSavvy advisors incNeither savvy wealth

Student loan payments resume in October Here are 5 things to do now if you can t pay them back

Biden cancelled $39 million in student loan debt last week, but millions of us still owe. Here's what you need to know now.

Department of educationDistrict of columbiaUnited statesWhite houseKevin mccarthyBrent bodenMark kantrowitzSupreme courtUs department of educationPublic service loan forgivenessGetty imagesPresident bidenHouse speaker kevin mccarthyJacob channelSavvy wealthRepayment plan

RIA Roundup: Concurrent Launches New Hybrid Platform

Restructured launches, acquisitions and affiliations were all announced in the RIA landscape this week, as some key people moves.

United statesWest berlinSouth carolinaSan diegoJohn keene jrMa vamsi yadlapatiDavid pierceJames arnoldLos angelesNate lenzRick kentMike durbinRick damicoMike mccannCarol hoffmanAlex reid

Vamsi Yadlapati Joins Savvy Wealth s Board of Advisors

For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.

New yorkUnited statesWally okbyRitik malhotraVamsi yadlapatiAite novarica groupMorgan stanleyMerrill lynchHouse fundFocus financial partnersSavvy wealthIndex venturesThrive capitalBrewer lane ventures